I am sure this question has been asked before.
Would anyone be willing to recommend a Customer Relationship Management software solution?
What are the greatest benefits of using the software?
Thanks in advance.
William (Bill) Zobel, CPA, CCIFP
Chief Financial Officer
Banks Construction Company
4902 Banco Road | North Charleston, SC 29418
Direct: (843) 377-1000 | Mobile: (843) 371-0703
Paving the Way Since 1948
As a provider of data and analytics to contractors, my company works collaboratively with several CRM systems used by contractors. Naturally a lot depends upon your firm size and objectives. However, the top three I've seen used are AEC 360/Dynamics, Cosential, and SalesForce. There are differences in price and features/functionality between all three but each could be an option worth considering.
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